Firm
Kaizen Wealth Management
Charleston, South Carolina
Fee-only
Kaizen Wealth Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients, 19 of them high net worth.
- Its average account is about $571,000 (assets it manages divided by its 120 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Charleston, South Carolina |
|---|---|
| Website | kaizenwm.com |
| [email protected] | |
| Phone | (212) 362-3250 |
Kaizen Wealth Management fees
Kaizen Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $68 million |
| Individual clients | 8 |
| High-net-worth clients | 19 |
| Accounts managed | 120 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-63158) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 131466 |